Reid Mcintyre is a registered investment advisor at Financial Mountain INC, based in Boulder, CO, with 10 years of industry experience. Reid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 127 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Fees may be lower based on various factors, including relationship history, asset type, and anticipated future earnings.
Fee Estimator
Location
1035 Pearl Street Suite 414, Boulder, CO, 80302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Financial Mountain INC
Previous Registrations
Financial Mountain INC
State Registrations1 state
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